There are many ways to add people to Rally, including connecting Salesforce or Snowflake integrations to sync data automatically, uploading a CSV spreadsheet, or using manual entry for one offs. People can also join via your panel signup forms by sharing unique form links anywhere or from public study invite links you may share.
Salesforce or Snowflake Sync
Highly recommended: Seamlessly import your existing contacts or users with Rally's Salesforce or Snowflake integrations. Map data fields directly to properties in Rally during setup to enrich participant profiles in Rally and ensure data stays fresh.
Automatic data syncing every 24 hours reduces manual efforts and ensures data consistency. By configuring sync settings and property mappings, you can tailor the integration to meet your specific needs while enhancing efficiency and productivity.
🤝 Leverage custom governance rules with Salesforce data synced daily to streamline recruitment & remove CS roadblocks. Set & forget and stay aligned!
Learn more about what these powerful, easily configured integrations can unlock.
Add People Manually
Add people manually, directly into your workspace database, into a Population, or into a specific Study. This method is suitable for adding a small number of individuals.
Add People via CSV Import
Quickly add many participants and their property data to Rally via CSV import. Uploading a .csv is the preferred method when directly adding people in bulk, whether into your workspace database, into a population, or into a specific study.
The article above includes the complete steps for success, including preparing your spreadsheet for import, a complete walkthrough of the import process, and where to view imports.
Add People to Rally FAQ
ℹ️ Why are people from my .csv file upload not showing in Rally? Did my import fail?
While most uploads are nearly immediate, depending on the amount of data you upload via .csv, it may take up to an hour to complete very large imports. Rally will continue running this in the background. View .csv import history and check upload status by navigating to the Population they were uploaded into and selecting the Imports tab at the top. "Processing" means Rally is still uploading your file; "Completed" means all data from this file should now be available.